ALTERNATIVE FUND ADVISORS, LLC
Boston, MA
AUM
$245.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
844-850-5809
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA
391 advisers found
LITTLE HARBOR ADVISORS, LLC
Marblehead, MA
AUM
$242.6M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; MODEL DELIVERY FEES.
781-639-3000
1620 INVESTMENT ADVISORS, INC.
Plymouth, MA
AUM
$241.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
508-830-4778
LIONSTONE INVESTMENTS
Boston, MA
AUM
$224.4M
Wealth MgmtRetirementInstitutional
Team
3 employees
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
8002252365
COLRAIN CAPITAL LLC
Boston, MA
AUM
$222.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
617-897-5800
POLARIS INVESTMENT ADVISORS, LLC
Framingham, MA
AUM
$217.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(508) 481-2299
AUM
$214.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
781-856-4721
APEX INVESTMENT GROUP
Hudson, MA
AUM
$211.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
7743510805
TRAUB CAPITAL MANAGEMENT
Needham, MA
AUM
$210.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
781-453-3929
MASON CAPITAL PARTNERS
Boston, MA
AUM
$210.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
617-228-5190
FLYING POINT FINANCIAL, INC.
North Andover, MA
AUM
$206.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(978) 975-3000
OSBON CAPITAL MANAGEMENT, LLC
Boston, MA
AUM
$205.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-217-2772
WERNAU ASSET MANAGEMENT
Gloucester, MA
AUM
$202.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
617-871-0029
KEENAN FINANCIAL
Boston, MA
AUM
$202.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(978) 270-1193
CONSTANT GUIDANCE FINANCIAL, LLC
North Attleboro, MA
AUM
$198.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
508-207-8049
AUM
$195.6M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
781.923.0975
INNOVATIVE ADVISORY GROUP
Lexington, MA
AUM
$194.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
781-577-2782
KASTEL CAPITAL ADVISORS, LLC
Wellesley, MA
AUM
$193.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(888) 622-2285
CAPE ANN CAPITAL, INC.
Concord, MA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
978-254-5841
ARCADIA FUNDS
Burlington, MA
AUM
$192.8M
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781.418.1049
PARK STATE ASSET MANAGEMENT LLC
Beverly, MA
AUM
$192.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
978.529.2395
AUM
$191.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
401-519-9000
ROTHWELL INVESTMENT ADVISORS
Salem, MA
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
978-594-8828
COLMAN KNIGHT ADVISORY GROUP, LLC
Acton, MA
AUM
$187.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
978-371-2015